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Portfolio (Quarterly) Guide ↗

CULTIVAR CAPITAL, INC.

· CIK 0001989476
13F Portfolio $155M AUM 40 positions Filed Jul 8, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 1 New 14 Added 4 Reduced 7 Exited
Page 1 of 2  ·  40 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 ETF OPPORTUNITIES TRUST 1,369,094.0 $39.4M 25.38% +60K +4.6% $28.78
2 AGG ISHARES TR 254,345.0 $25.2M 16.21% +6K +2.4% $98.98 -1.5%
3 CAOS EA SERIES TRUST 222,347.0 $20.1M 12.94% +20K +10.0% $90.36 +0.0%
4 WY WEYERHAEUSER CO Real Estate 615,297.0 $14.7M 9.49% +18K +2.9% $23.94 -1.3%
5 TLT ISHARES TR 162,788.0 $14.1M 9.06% +7K +4.8% $86.42 -4.1%
6 HAP VANECK ETF TRUST 140,091.0 $9.6M 6.19% -1K -0.8% $68.61 +11.2%
7 DJP BARCLAYS BANK PLC Financial Services 183,482.0 $8.0M 5.17% +3K +1.5% $43.71 +15.9%
8 GDX VANECK ETF TRUST 93,034.0 $7.0M 4.52% -2K -2.2% $75.45 +32.1%
9 IBM INTERNATIONAL BUSINESS MACHS Technology 6,062.0 $1.7M 1.10% $281.20 -16.2%
10 JPM JPMORGAN CHASE & CO Financial Services 4,074.0 $1.3M 0.86% $327.33 +9.3%
11 JNJ JOHNSON & JOHNSON Healthcare 4,761.0 $1.2M 0.78% -1K -21.3% $253.97 +5.5%
12 IWM ISHARES TR 3,290.0 $988K 0.64% +41.0 +1.3% $300.42 -1.6%
13 MDYV SPDR SERIES TRUST 9,610.0 $912K 0.59% +4K +63.2% $94.85 -0.2%
14 GE GE AEROSPACE Industrials 2,391.0 $894K 0.57% $373.71 -8.3%
15 AAPL APPLE INC Technology 2,476.0 $716K 0.46% +733.0 +42.0% $289.36 +10.5%
16 GEV GE VERNOVA INC Utilities 598.0 $703K 0.45% $1174.86 -22.4%
17 PB PROSPERITY BANCSHARES INC Financial Services 8,603.0 $628K 0.41% $73.03 -1.0%
18 WMB WILLIAMS COS INC Energy 8,111.0 $603K 0.39% $74.34 -0.8%
19 GBCI GLACIER BANCORP INC NEW Financial Services 11,247.0 $580K 0.37% $51.58 -9.1%
20 ABBV ABBVIE INC Healthcare 2,282.0 $574K 0.37% $251.64 +1.5%
Page 1 of 2  ·  40 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Real Estate 39.9%
Financial Services 30.7%
Technology 8.6%
Healthcare 6.3%
Industrials 4.6%
Utilities 4.0%
Energy 3.9%
Consumer Defensive 1.4%
Consumer Cyclical 0.7%